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SOPYX vs VFFSX
SOPYX vs VFFSX Comparison
Open Charts SOPYX vs VFFSX
ClearBridge Dividend Strategy I
Price$33.83
Change+$0.14 (+0.42%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Institutional Select
Price$285.92
Change-$0.04 (-0.01%)
VolumeN/A
CapitalizationN/A
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SOPYX vs VFFSX Comparison Chart
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SOPYX vs. VFFSX commentary
Oct 18, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SOPYX is a Buy and VFFSX is a Buy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.28T vs. SOPYX (8.54B). SOPYX (1.38) and VFFSX (1.33) have matching dividends . SOPYX was incepted earlier than VFFSX: SOPYX (29 years) vs VFFSX (8 years). SOPYX is a more actively managed with annual turnover of: 19.00 vs. VFFSX (2.00). SOPYX has a lower initial minimum investment than VFFSX: SOPYX (1000000) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 33.72 vs. SOPYX (19.83). VFFSX return over 5 years is better than : 95.86 vs. SOPYX (37.93).
| SOPYX | VFFSX | SOPYX / VFFSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 8 years | - |
| Gain YTD | 17.678 | 22.663 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.54B | 1.28T | 1% |
| Annual Yield % from dividends | 1.38 | 1.33 | 104% |
| Returns for 1 year | 19.83 | 33.72 | 59% |
| Returns for 3 years | 7.49 | 30.78 | 24% |
| Returns for 5 years | 37.93 | 95.86 | 40% |
| Returns for 10 years | 93.68 | N/A | - |
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